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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

NEIRG WEALTH MANAGEMENT, LLC

CRD 317032

NORTH ANDOVER, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6c6aea42-79b8-c710-8ea4-6e8576cd7e0b

Data as of Sep 27, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 31
Dated events: 5
On other graphs: 1
Observed: Sep 24, 2021 to Sep 27, 2023
9 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Neirg Wealth Management, LLC

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $899MItem 5.F on the latest filing (2023-09-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $883M
Private client RAUM: $818MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 15
Advisory employees: 7
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 2,552
Individual clients: 623
High net worth clients: 182
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $33.9Mgross asset value as reported per fund; never fund size
Custody, client assets: $463M
SEC number: 801-122558
CRD: 317032
Filings on the tape: 9
First filed: Sep 24, 2021
Latest filed: Sep 27, 2023
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
TOPRIDGE CAPITAL PARTNERS, L.P.	Private Equity Fund	$17.0M	Jun 30, 2022	19	Oct 13, 2020	dropped	021-374803

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CD&R FERDINAND CO-INVESTOR, L.P.	Partner	C	yes	08/2023	Sep 27, 2023	Sep 27, 2023
CD&R FERDINAND HOLDINGS, L.P.	Partner	D	yes	08/2023	Sep 27, 2023	Sep 27, 2023
CLAYTON, DUBILIER & RICE FUND XII, L.P.	Partner	D	yes	08/2023	Sep 27, 2023	Sep 27, 2023
CONNECTUS GROUP, LLC	MEMBER (MANAGER)	E	yes	09/2021	Sep 24, 2021	Sep 27, 2023
Cowles, Robert, Michael	CHIEF COMPLIANCE OFFICER	Na	yes	09/2021	Sep 24, 2021	Sep 27, 2023
FERDINAND FFP ACQUISITION, LLC	SHAREHOLDER, CLASS A COMMON STOCK	E	yes	08/2023	Sep 27, 2023	Sep 27, 2023
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	Member	E	yes	08/2023	Sep 27, 2023	Sep 27, 2023
FERDINAND FFP PARENT, INC.	Member	E	yes	08/2023	Sep 27, 2023	Sep 27, 2023
FERDINAND FFP ULTIMATE HOLDINGS, LP	Shareholder	E	yes	08/2023	Sep 27, 2023	Sep 27, 2023
FERDINAND FFP ULTIMATE HOLDINGS, LP	SHAREHOLDER, CLASS B COMMON STOCK	E	yes	08/2023	Sep 27, 2023	Sep 27, 2023
FOCUS FINANCIAL PARTNERS INC.	MANAGING MEMBER	E	yes	07/2018	Sep 24, 2021	Sep 27, 2023
FOCUS FINANCIAL PARTNERS, LLC	Member	E	yes	01/2007	Sep 24, 2021	Sep 27, 2023
FOCUS OPERATING, LLC	MEMBER (MANAGER)	E	yes	11/2020	Sep 24, 2021	Sep 27, 2023
GIACOUMAKIS, NICHOLAS, JOHN	President	Na	yes	09/2021	Sep 24, 2021	Sep 27, 2023
PIRRI, BRIAN, CHRISTOPHER	Principal	Na	yes	09/2021	Sep 24, 2021	Sep 27, 2023
Wilde, Christopher, James	CHIEF OPERATING OFFICER	Na	yes	09/2021	Sep 24, 2021	Sep 27, 2023
BENNARD, MOLLY, LYNN	CHIEF EXECUTIVE OFFICER, CONNECTUS	Na	no	03/2023	Mar 30, 2023	Sep 27, 2023
STELLEY, JOHN, C.	COMPLIANCE OFFICER	Na	no	03/2023	Mar 30, 2023	Sep 27, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SCS CAPITAL MANAGEMENT LLC	n/a	Independent wealth	$49B	N	yes	n/a
FOCUS RISK SOLUTIONS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Naples	FL	United States	3	no
Windham	Nh	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 30, 2023	$899M	$883M	15	7	2	1	$33.9M
2021	Mar 30, 2022	$1.0B	$1.0B	17	9	2	2	$33.6M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$899M	$1.0B	-12.5%	n/a	n/a	15	17	2	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CONNECTUS WEALTH	3	Aug 31, 2023	Aug 28, 2023	NORTH ANDOVER, MA	Firm absorbed	RIA to RIA	75.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.	5	Nov 1, 2021	Nov 10, 2021	NORTH ANDOVER, MA	Firm absorbed	RIA to new firm	71.4%

Relationships

Affiliated with (1)

→ SCS CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Controls (14)

← GIACOUMAKIS, NICHOLAS, JOHNOwnerPRESIDENT, ownership code NA, individual
Sep 24, 2021 to presentfactForm ADV
← PIRRI, BRIAN, CHRISTOPHEROwnerPRINCIPAL, ownership code NA, individual
Sep 24, 2021 to presentfactForm ADV
← Cowles, Robert, MichaelOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 24, 2021 to presentfactForm ADV
← Wilde, Christopher, JamesOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Sep 24, 2021 to presentfactForm ADV
← CD&R FERDINAND CO-INVESTOR, L.P.OwnerPARTNER, ownership code C, foreign entity
Sep 27, 2023 to presentfactForm ADV
← CD&R FERDINAND HOLDINGS, L.P.OwnerPARTNER, ownership code D, domestic entity
Sep 27, 2023 to presentfactForm ADV
← CLAYTON, DUBILIER & RICE FUND XII, L.P.OwnerPARTNER, ownership code D, foreign entity
Sep 27, 2023 to presentfactForm ADV
← CONNECTUS GROUP, LLCOwnerMEMBER (MANAGER), ownership code E, domestic entity
Sep 24, 2021 to presentfactForm ADV
← FERDINAND FFP ACQUISITION, LLCOwnerSHAREHOLDER, CLASS A COMMON STOCK, ownership code E, domestic entity
Sep 27, 2023 to presentfactForm ADV
← FERDINAND FFP INTERMEDIATE HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 27, 2023 to presentfactForm ADV
← FERDINAND FFP PARENT, INC.OwnerMEMBER, ownership code E, domestic entity
Sep 27, 2023 to presentfactForm ADV
← FERDINAND FFP ULTIMATE HOLDINGS, LPOwnerSHAREHOLDER, ownership code E, domestic entity
Sep 27, 2023 to presentfactForm ADV
← FOCUS FINANCIAL PARTNERS INC.OwnerMANAGING MEMBER, ownership code E, domestic entity
Sep 24, 2021 to presentfactForm ADV
← FOCUS OPERATING, LLCOwnerMEMBER (MANAGER), ownership code E, domestic entity
Sep 24, 2021 to presentfactForm ADV

Owns (2)

← STELLEY, JOHN, C.OwnerCOMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2023 to presentfactForm ADV
← BENNARD, MOLLY, LYNNOwnerCHIEF EXECUTIVE OFFICER, CONNECTUS, ownership code NA, individual
Mar 30, 2023 to presentfactForm ADV

Registered with (8)

← JULIE CHRISTINE COLUCCIAdvisorregistration: previous registration
Nov 10, 2021 to Aug 31, 2023factForm ADV
← BRIAN S GLICKAdvisorregistration: previous registration
Dec 8, 2022 to Aug 31, 2023factForm ADV
← BRIAN CHRISTOPHER PIRRIAdvisorregistration: previous registration
Nov 1, 2021 to Aug 31, 2023factForm ADV
← Michelle Elizabeth GuarinoAdvisorregistration: previous registration
Nov 10, 2021 to Aug 31, 2023factForm ADV
← Christopher James WildeAdvisorregistration: previous registration
Nov 10, 2021 to Jun 14, 2023factForm ADV
← John HamAdvisorregistration: previous registration
Nov 10, 2021 to Sep 30, 2022factForm ADV
← John Winthrop FoleyAdvisorregistration: previous registration
Nov 10, 2021 to Sep 20, 2022factForm ADV
← ROBERT MACKLIN MORRISAdvisorregistration: previous registration
Nov 10, 2021 to Jun 3, 2022factForm ADV

Moved with (2)

→ CONNECTUS WEALTHRegistered adviser2 advisors, team lift out, same day
Aug 31, 2023 to Aug 28, 2023factForm ADV
← NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.Registered adviser5 advisors, firm absorbed, same day
Nov 1, 2021 to Nov 10, 2021factForm ADV

Advises (1)

→ TOPRIDGE CAPITAL PARTNERS, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Oct 13, 2020 to Jun 30, 2022factForm ADV

Dated events

Occurred
Aug 31, 2023
Team lift-out
2 advisors left Neirg Wealth Management, LLC (North Andover, MA) for Connectus Wealth on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Sep 30, 2022
Advisor changed firm
John Ham left Neirg Wealth Management, Llc for Boston Hill Advisors, Llc (registered 2022-10-25)
Form ADVobserved 5 days ago
Occurred
Sep 20, 2022
Advisor changed firm
John Winthrop Foley left Neirg Wealth Management, Llc for Mml Investors Services, Llc (registered 2025-04-22)
Form ADVobserved 5 days ago
Occurred
Jun 3, 2022
Advisor changed firm
Robert Macklin Morris left Neirg Wealth Management, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-05-13)
Form ADVobserved 5 days ago
Occurred
Sep 24, 2021
First Form ADV filing
New England Investment & Retirement Group filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6c6aea42-79b8-c710-8ea4-6e8576cd7e0b
First observed: Sep 24, 2021
Last observed: Sep 27, 2023 36 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NEIRG WEALTH MANAGEMENT, LLC

CRD 317032

NORTH ANDOVER, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6c6aea42-79b8-c710-8ea4-6e8576cd7e0b

Data as of Sep 27, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:35 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

TOPRIDGE CAPITAL PARTNERS, L.P.

Private Equity Fund

$17.0M

Jun 30, 2022

Oct 13, 2020

dropped

021-374803

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CD&R FERDINAND CO-INVESTOR, L.P.

Partner

yes

08/2023

Sep 27, 2023

CD&R FERDINAND HOLDINGS, L.P.

Partner

yes

08/2023

Sep 27, 2023

CLAYTON, DUBILIER & RICE FUND XII, L.P.

Partner

yes

08/2023

Sep 27, 2023

CONNECTUS GROUP, LLC

MEMBER (MANAGER)

yes

09/2021

Sep 24, 2021

Sep 27, 2023

Cowles, Robert, Michael

CHIEF COMPLIANCE OFFICER

yes

09/2021

Sep 24, 2021

Sep 27, 2023

FERDINAND FFP ACQUISITION, LLC

SHAREHOLDER, CLASS A COMMON STOCK

yes

08/2023

Sep 27, 2023

FERDINAND FFP INTERMEDIATE HOLDINGS, LLC

Member

yes

08/2023

Sep 27, 2023

FERDINAND FFP PARENT, INC.

Member

yes

08/2023

Sep 27, 2023

FERDINAND FFP ULTIMATE HOLDINGS, LP

Shareholder

yes

08/2023

Sep 27, 2023

FERDINAND FFP ULTIMATE HOLDINGS, LP

SHAREHOLDER, CLASS B COMMON STOCK

yes

08/2023

Sep 27, 2023

FOCUS FINANCIAL PARTNERS INC.

MANAGING MEMBER

yes

07/2018

Sep 24, 2021

Sep 27, 2023

FOCUS FINANCIAL PARTNERS, LLC

Member

yes

01/2007

Sep 24, 2021

Sep 27, 2023

FOCUS OPERATING, LLC

MEMBER (MANAGER)

yes

11/2020

Sep 24, 2021

Sep 27, 2023

GIACOUMAKIS, NICHOLAS, JOHN

President

yes

09/2021

Sep 24, 2021

Sep 27, 2023

PIRRI, BRIAN, CHRISTOPHER

Principal

yes

09/2021

Sep 24, 2021

Sep 27, 2023

Wilde, Christopher, James

CHIEF OPERATING OFFICER

yes

09/2021

Sep 24, 2021

Sep 27, 2023

BENNARD, MOLLY, LYNN

CHIEF EXECUTIVE OFFICER, CONNECTUS

03/2023

Mar 30, 2023

Sep 27, 2023

STELLEY, JOHN, C.

COMPLIANCE OFFICER

03/2023

Mar 30, 2023

Sep 27, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SCS CAPITAL MANAGEMENT LLC

n/a

Independent wealth

$49B

yes

n/a

FOCUS RISK SOLUTIONS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Naples

United States

Windham

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 30, 2023

$899M

$883M

$33.9M

2021

Mar 30, 2022

$1.0B

$33.6M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$899M

$1.0B

-12.5%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CONNECTUS WEALTH

Aug 31, 2023

Aug 28, 2023

NORTH ANDOVER, MA

Firm absorbed

RIA to RIA

75.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.

Nov 1, 2021

Nov 10, 2021

NORTH ANDOVER, MA

Firm absorbed

RIA to new firm

71.4%